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sfreeds19 en Julio 15, 2024
Hi! I saw another thread on this but it didn't answer my question... I need to map account addresses in Salesforce to company addresses in Hubspot. I got the warning that says "The HubSpot field type Single line text isn't compatible with the Leer más
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Saassolution en Julio 10, 2024
Hello everyone! I have a question regarding original source tracking in HubSpot we are on a free HubSpot account and want to check the leads that are coming through from form in an inbound way also we are getting leads from integration so how c Leer más
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3 Respuestas
Solución Aceptada
Colaborador líder | Partner
Julio 10, 2024 04:58
Hey @Saassolution So the leads coming through form submissions will be marked as Direct traffic under source property and the leads coming in ...Leer más
IBaxter en Julio 09, 2024
We're looking to sync NetSuite and HubSpot data. It looks like the native integration will meet most, if not all, the requirements. However, it's not clear to me how NetSuite sales orders will import into HubSpot with respect to deals, and how these Leer más
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Miembro
Julio 10, 2024 04:00
Hi. I monitor and update HubSpot Deals and NetSuite detail integration for the last 6mos. We make sure that details in HubSpot mimics those of NetSui...Leer más
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MaryCorrell en Julio 07, 2024
quick questions. I would like to see if there is a Customer Class that I can add to each customers. exmaple we have mulitple types of customers Large, medium and small. I would like to be able to classify our customers so when we pull reports we c Leer más
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2 Respuestas
Solución Aceptada
Líder intelectual | Partner nivel Platinum
Julio 09, 2024 07:06
Hey @MaryCorrell This is frequently done with custom properties like Tier or Class you can select this manually or you can automatically set...Leer más
ASłowik en Julio 03, 2024
Hi there, I'm new to HubSpot and currently setting up my workflow. We run an e-commerce store with a large variety of personalized products. I want to start adding each order from our e-commerce platform as a "closed deal" in HubSpot to track cu Leer más
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3 Respuestas
Colaborador líder
Julio 10, 2024 13:58
Hi @ASłowik , This question gets asked fairly regularly of how to automatically associate line items to a deal, so I went ahead and put togeth...Leer más
Pedrodelamigo en Julio 03, 2024
Hi there, We are setting up exact online for a customer and during the sync with HubSpot we get the error: 'account should be present'. We can't find the reason why and would love to know how we can fix this. Anyone else had issue with this before? Leer más
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Participante
Julio 03, 2024 05:30
Hi @Pedrodelamigo , The error message "account should be present" typically indicates that there is a missing or incomplete account detail requi...Leer más
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mtalcalde en Julio 01, 2024
I integrated WhatsApp last week, and now when people talk to me they don't see my WhatsApp profile picture, how can I add one?
1 Me gusta
2 Respuestas
Solución Aceptada
Líder intelectual | Partner nivel Platinum
Julio 01, 2024 16:29
Hey @mtalcalde if people are receiving your messages and your whatsapp profile is blank you need to update this info in the Business Manager i...Leer más
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TK32_EEC en Junio 28, 2024
How do meetings organised out of HubSpot be automatically entered into Hubspot? If we make meetings with individuals in the CRM outside of Hubspot (e.g. create a teams meeting), is there an automation workflow that tracks the email of whom you i Leer más
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2 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Junio 28, 2024 00:05
Hi @TK32_EEC , This is possible through the calendar sync 🙂 https://knowledge.hubspot.com/integrations/use-hubspots-integration-with-googl...Leer más
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AdamQ en Junio 27, 2024
Hi, There is plenty of WhatsApp integrations, but they are all overpowered and over-engineered. All I need a simple integration that records every conversation from WhatsApp on mobile in CRM activity log - but every integration like Time Leer más
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2 Respuestas
Solución Aceptada
Colaborador
Junio 27, 2024 13:12
Hi @AdamQ ! Thanks for the mention, @Lucila-Andimol . We understand the frustration with over-engineered integrations. That's why we just launche...Leer más
noahhendricks en Junio 26, 2024
Welcome to the official forum post for MigrateMyCRM (available in the marketplace), your trusted partner in migrating data from over 25 different CRM platforms to HubSpot. Our powerful and user-friendly tool is designed to simplify the migrati Leer más
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2 Respuestas
Colaborador líder | Partner nivel Elite
Julio 03, 2024 13:20
Thank you, @BérangèreL !
ZLourens en Junio 25, 2024
Hi Community! 😃 Hoping you can help me. I started at my new job and am setting up the CRM to show how well it works and then my whole team can use it. But I need to show it works first. I need to link emails for my team. Just one problem... Leer más
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3 Respuestas
Colaborador líder
Julio 08, 2024 15:13
Hi @ZLourens , As @PamCotton mentioned, here's how to log emails manually if you're not familiar with it. I hope your email troubles have be...Leer más
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giogiogio en Junio 25, 2024
Hello! I'm struggling to set up my first workflow, to update contact records on google sheets using the GSheet integration. I've set it up so that - in theory - whenever a contact name or last name gets updated on SalesHub, the change is refle Leer más
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4 Respuestas
Solución Aceptada
Colaborador líder | Partner nivel Gold
Junio 25, 2024 08:47
Hey @giogiogio , regarding the first issue: The "is known" trigger actually works exactly as you need it (just make sure re-enrollment is active). ...Leer más
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